Keystone Wealth Services’s Seagate STX Stock Holding History

Keystone Wealth Services’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.37M	Sell	13,718 -668	-5%	-$255K	1.15%	17
2025 Q4	$3.96M	Hold	14,386	–	–	0.83%	26
2025 Q3	$3.4M	Sell	14,386 -1,000	-6%	-$171K	0.74%	29
2025 Q2	$2.22M	Hold	15,386	–	–	0.54%	43
2025 Q1	$1.31M	Hold	15,386	–	–	0.35%	69
2024 Q4	$1.33M	Hold	15,386	–	–	0.35%	66
2024 Q3	$1.69M	Hold	15,386	–	–	0.47%	51
2024 Q2	$1.59M	Sell	15,386 -1,000	-6%	-$93.4K	0.49%	48
2024 Q1	$1.52M	Sell	16,386 -1,000	-6%	-$87.9K	0.5%	48
2023 Q4	$1.48M	Hold	17,386	–	–	0.51%	46
2023 Q3	$1.15M	Hold	17,386	–	–	0.44%	55
2023 Q2	$1.08M	Hold	17,386	–	–	0.4%	58
2023 Q1	$1.15M	Buy	+17,386	New	+$1.11M	0.47%	51

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keystone Wealth Services's STX Position: Q1 2026 in Review

Keystone Wealth Services reduced its Seagate (STX) stake by 4.6% in Q1 2026, selling an estimated $255K and leaving 13,718 shares worth $5.37M. The position accounts for 1.15% of the portfolio, ranked #17.

Keystone Wealth Services first reported a position in STX in Q1 2023 and has held it in 13 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Keystone Wealth Services held 13,718 shares of Seagate worth $5.37M as of Q1 2026.
Keystone Wealth Services sold 668 Seagate shares in Q1 2026, an estimated $255K.
Seagate made up 1.15% of Keystone Wealth Services's portfolio in Q1 2026, its #17 holding.
Keystone Wealth Services first reported a position in Seagate in Q1 2023 and has held it in 13 quarters since.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.